Tagged

load growth

5 articles

August 9, 2026 7 min read

The Distributed Data Center Lands on a Service Transformer

Sunrun's distributed data center pilot puts compute nodes behind residential meters. The company says commercialization is 2027 or 2028. The planning question is nearer.

data centersdistributed energyvirtual power plants

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June 2, 2026 5 min read

CAISO Transmission Plan: $6.7B and the Equipment Wave

The CAISO transmission plan just approved $6.7 billion across 38 projects. Here is the high-voltage equipment buyers should plan to chase, and when.

CAISOtransmissionPath 15

Read Analysis DistroForge Research

May 9, 2026 7 min read

Evergy Gas Pivot: 4.7 GW, 90% Solar Cut, SPP Procurement Wave

Evergy's Q1 2026 IRP raised gas to 4.7 GW, cancelled 2.4 GW of wind, and slashed solar 90%+. Here is the Kansas-Missouri equipment math that goes with it.

EvergySPPdata centers

Read Analysis DistroForge Research

May 8, 2026 10 min read

Utility Data Center Strategies: Embrace, Resist, Distribute

First week of May 2026 produced three different utility answers to the same data center load question. Eversource refused, Dominion announced 3 GW of gas, Sunrun hit 4.3 GWh of distributed storage. What each strategy means for distribution equipment procurement.

data centersutility strategyload growth

Read Analysis DistroForge Research

April 12, 2026 8 min read

50 GW of Data Centers Are Rewriting Grid Procurement

Data center demand is forcing utilities into a procurement race against multi-year transformer lead times, aging fleets, and a persistent supply shortfall.

data centersgrid infrastructureequipment procurement

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